As a client service associate, Danni provides ongoing support to Truepoint advisors. In this role, her responsibilities include custodial relations, opening new accounts, and servicing new accounts.
Current role
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at AJ Wealth
Client Service Associate at Sage Mountain Advisors
Client Service Associate at Waverly Advisors, LLC
Client Service Associate at Private Advisor Group